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Category: Contract Research

The Lifeplan ICFS Financial Advice Satisfaction Index – April 2017

Below are the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index. FINANCIAL PLANNING ADVICE SATISFACTION INDEX May 2017 FINAL Young clients more likely to scrutinise adviser ability IFA 060617  

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Case of high anxiety

Consumers may be reluctant to seek advice but a little homework can help, writes Anthony Keane from The Advertiser. Report co-author Dr George Mihaylov, from the University of Adelaide’s International Centre for Financial Services, said advisers’ financial knowledge could act as a double-edged sword, educating clients but also creating an incentive for them to dominate […]

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When size matters: A closer look at SMSF performance

In this report we use a comprehensive dataset to have a closer look at SMSF (self-managed superannuation fund) performance. Using longitudinal data from 20,121 unique SMSFs starting from the 2008-2009 fiscal year until 2014-2015, we examine fund characteristics that contribute to large SMSFs outperforming the smaller ones. These characteristics include the diversification of SMSFs by […]

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The Lifeplan ICFS Financial Advice Satisfaction Index

To view the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index please go to the Lifeplan website. Articles quoting the index: Financial Observer – Wealth creation priorities change with age Money Management & Independent Financial Adviser

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University of Adelaide and AMP to form SMSF Centre of Excellence

The International Centre for Financial Services (ICFS) at the University of Adelaide together with AMP have agreed to form a Centre of Excellence in self-managed super funds (SMFSs), the first of its kind in Australia. The centre is expected to be operational by the end of 2014. Using AMP’s expansive SMSF database and the expertise […]

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Lifeplan

The Lifeplan ICFS Financial Advice Satisfaction Index

To view the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index please go to the Lifeplan website. See articles quoting the index here. See isentia article here. See Financial Planning article here.

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Lifeplan

The Lifeplan ICFS Financial Advice Satisfaction Index

To view the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index please go to the Lifeplan website.

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Financing of Local Government Service Delivery into the Future: Discussion Paper

This discussion paper was prepared by Associate Professor Barry Burgan and commissioned but the Local Government Association. View the Media Release here. The discussion paper can be found on the LGA website at www.lga.sa.gov.au

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Review of APRA Investment Performance Statistics of the Australian Superannuation Industry

The International Centre for Financial Services (ICFS) has today released a ‘Review of APRA Investment Performance Statistics of the Australian Superannuation Industry’. The report was commissioned by the Investment and Financial Services Association (IFSA) who requested the ICFS provide an independent and objective view on the way in which APRA report and interpret the data […]

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Lifeplan

The Lifeplan ICFS Financial Advice Satisfaction Index – latest findings

Download media reports on the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index. Further information on the Index can be viewed here.

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